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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $805,743 |
BENESYS, INC.5+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $218,184 |
LEONARD CARDER, LLP5+ years Service code 29 · EIN 94-2819269 | Legal | $39,125 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $38,283 |
Filed as: INVESTMENT PERFORMANCE SRVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $37,500 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $28,088 |
Service code 49 · EIN 94-6411032 | Other Services | $11,682 |
COMERICA BANK3 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $9,441 |
Filed as: INVESTMENT PERFORMANCE SRVCS LLC Service code 16 | Consulting | $0 |
STEPHEN HORN INSURANCE SERVICES5+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,732 | $66,051+102.5% | $92,916+43.9% | $77,775+71.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 15.33% | 20.69%-5.4pp | 109.45%-94.1pp | 32.58%-17.2pp |
| Employer contribution / active EE | $8,640 | $3,426+152.2% | $3,654+136.5% | $2,504+245.1% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $372 | $148+151.9% | $5,796-93.6% | $100+272.0% |